See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,633 | $202,318-48.8% | $172,739-40.0% | $152,861-32.2% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 27.84% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,898 | $5,856-50.5% | $5,143-43.7% | $4,762-39.1% |
| Participant deferral / active EE | $6,364 | $5,948+7.0% | $5,198+22.4% | $5,850+8.8% |
| Admin fee / account holder | $126 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |